StrongBox Wealth’s iShares National Muni Bond ETF MUB Stock Holding History

StrongBox Wealth’s Portfolio MUB Stock Details MUB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-2,759	Closed	-$296K	–	98
2025 Q4	$296K	Hold	2,759	–	–	0.1%	84
2025 Q3	$294K	Hold	2,759	–	–	0.1%	82
2025 Q2	$288K	Hold	2,759	–	–	0.11%	80
2025 Q1	$291K	Hold	2,759	–	–	0.12%	79
2024 Q4	$294K	Buy	+2,759	New	+$296K	0.12%	74
2022 Q1	–	Sell	-7,117	Closed	-$828K	–	98
2021 Q4	$828K	Sell	7,117 -110	-2%	-$12.8K	0.41%	58
2021 Q3	$840K	Buy	7,227 +170	+2%	+$19.9K	0.47%	55
2021 Q2	$827K	Hold	7,057	–	–	0.47%	52
2021 Q1	$819K	Buy	7,057 +270	+4%	+$31.5K	0.51%	50
2020 Q4	$795K	Buy	6,787 +218	+3%	+$25.3K	0.52%	46
2020 Q3	$762K	Buy	6,569 +387	+6%	+$45K	0.56%	45
2020 Q2	$713K	Sell	6,182 -233	-4%	-$26.4K	0.65%	48
2020 Q1	$725K	Buy	+6,415	New	+$732K	0.82%	38

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

StrongBox Wealth's MUB Position: Q1 2026 in Review

StrongBox Wealth sold out of iShares National Muni Bond ETF (MUB) in Q1 2026, closing a stake of 2,759 shares — an estimated $296K sold.

StrongBox Wealth first reported a position in MUB in Q1 2020 and held it in 13 quarters. The position peaked at $840K in Q3 2021. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

StrongBox Wealth reported no remaining iShares National Muni Bond ETF position as of Q1 2026 after selling out during the quarter.
StrongBox Wealth sold 2,759 iShares National Muni Bond ETF shares in Q1 2026, an estimated $296K.
StrongBox Wealth first reported a position in iShares National Muni Bond ETF in Q1 2020 and held it in 13 quarters.
StrongBox Wealth's iShares National Muni Bond ETF position peaked at $840K in Q3 2021.
1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on StrongBox Wealth's 13F filing for Q1 2026, filed 8 May 2026.